Paul joined UBS Private Wealth Management in 2016 after 20 years with Credit Suisse.  He is responsible for providing strategic wealth planning and management services to a small number of wealthy family groups and individuals in the Midwest, Florida and Southern California.  Prior to Credit Suisse, Paul worked in the institutional fixed income sales and trading group at Salomon Brothers in New York.  Before Salomon Brothers, Paul spent six years with the international investigative firm, Kroll Associates, where he managed global asset searches and investigations of large-scale financial fraud. 

Professional achievements and education

• Certified Investment Management (CIMA®)
• M.B.A., Cornell University Johnson Graduate School of Management
• B.A., Earlham College
  
  

Outside of UBS
Paul coaches local elementary boys and girls youth basketball teams and is an active supporter of several local charitable organizations.  In addition, Paul enjoys extreme fishing adventures and is a mediocre guitar player and frustrated golfer.    

Registered States:
AR, AZ, CA, CO, DE, FL, HI, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NV, NY, OH, SD, TX, UT, WI

Bill joined UBS Private Wealth Management in 2016 after four years with Credit Suisse.  He utilizes his expertise in wealth management and trust administration to provide advice and to develop and implement comprehensive, customized solutions to meet the wealth management, trust, wealth transfer, and estate planning needs of wealthy individuals and families.  Prior to joining Credit Suisse, Bill worked at Bessemer Trust and JP Morgan managing sophisticated trust and investment relationships.  He also practiced law for 12 years in both private practice and with the Illinois Attorney General.

Professional achievements and education

• J.D., Georgetown University
• B.S., Georgetown University

Outside of UBS
Bill enjoys sailing, fly fishing and is an avid baseball fan. He also enjoys home-brewing.

Registered States:
AR, AZ, CA, CO, DE, FL, HI, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NV, NY, OH, SD, TX, UT, WI

Lisa joined UBS Private Wealth Management in 2016 after eight years with Credit Suisse and nine years in private wealth with Lehman Brothers. Before that she spent nine years working at Morgan Stanley in private wealth management and futures operations.  She started her career as a sales representative for Westvaco Corporation.  Lisa serves as the operations officer of the team.  She works closely with clients, meeting their needs by helping with special situations and incoming questions, disseminating performance reporting, trading fixed income and equity securities, and assisting with ongoing asset allocation analysis.

Professional achievements and education

• B.A., Western Michigan University

Outside of UBS
Lisa enjoys travelling with friends for great food and music.  She also volunteers locally as well as with an orphanage in Haiti.

Registered States:
AR, AZ, CA, CO, DE, FL, IL, IN, KS, MA, MI, MN, MO, NE, NH, NY, OH, TX, UT, WI

Charlie joined UBS Private Wealth Management after working with Credit Suisse and a wealth management practice at Northwestern Mutual.  He has over ten years of investment experience and began his career trading options and futures strategies at the Chicago Mercantile Exchange (CME). Charlie grew up in Chicago and graduated from the University of Iowa with a Bachelor of Business Administration majoring in Finance with a certificate in International Business.  He holds his certification in public accounting and is currently pursuing a certification in performance measurement through the CFA Institute.

Professional achievements and education

• Chartered Financial Analyst (CFA)
• B.A., University of Iowa

Outside of UBS
Charlie enjoys traveling with his family, snowboarding, and teaching his two boys Benny and Marco what it means to be a Cubs fan.

Registered States:
AR, AZ, CA, CO, DE, FL, IL, IN, KS, MA, MI, MN, MO, NE, NH, NY, OH, TX, UT, WI